Corient Private Wealth’s WM Technology MAPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.2K | Buy |
51,580
+5,000
| +11% | +$4.48K | ﹤0.01% | 2482 |
|
|
2025
Q1 | $52.6K | Hold |
46,580
| – | – | ﹤0.01% | 2217 |
|
|
2024
Q4 | $64.3K | Buy |
46,580
+3,420
| +8% | +$4.72K | ﹤0.01% | 2257 |
|
|
2024
Q3 | $37.6K | Buy |
43,160
+21,580
| +100% | +$18.8K | ﹤0.01% | 2375 |
|
|
2024
Q2 | $22.4K | Hold |
21,580
| – | – | ﹤0.01% | 2283 |
|
|
2024
Q1 | $28.7K | Hold |
21,580
| – | – | ﹤0.01% | 2242 |
|
|
2023
Q4 | $15.5K | Sell |
21,580
-70
| -0.3% | -$50 | ﹤0.01% | 2224 |
|
|
2023
Q3 | $28.6K | Buy |
21,650
+1,580
| +8% | +$2.09K | ﹤0.01% | 2092 |
|
|
2023
Q2 | $16.8K | Buy |
20,070
+8,420
| +72% | +$7.05K | ﹤0.01% | 2039 |
|
|
2023
Q1 | $9.89K | Buy |
+11,650
| New | +$9.89K | ﹤0.01% | 1972 |
|